VERTERA FINANCIAL Trademark
Trademark Overview
On Wednesday, June 18, 2025, a trademark application was filed for VERTERA FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the VERTERA FINANCIAL trademark a serial number of 99240321. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, November 10, 2025. This trademark is owned by Halsted Wealth Partners LLC. The VERTERA FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consulting; Financial planning; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment services, namely, asset acquisition, consultation, development and management services; financial retirement plan consulting services; estate planning
General Information
| Serial Number | 99240321 |
| Word Mark | VERTERA FINANCIAL |
| Filing Date | Wednesday, June 18, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, November 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consulting; Financial planning; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment services, namely, asset acquisition, consultation, development and management services; financial retirement plan consulting services; estate planning |
| NOT AVAILABLE | "FINANCIAL" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, June 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Halsted Wealth Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60640 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 18, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, October 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 6, 2025 | ASSIGNED TO EXAMINER |
| Monday, November 10, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, November 10, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, November 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
